Investing charity money: guidance for trustees (CC14)

Find out how trustees can make the right decisions about investing charity funds.



This guidance explains what trustees need to know and do to make financial and social investment decisions in line with their trustee duties. It also explains the rules that apply in specific circumstances, such as where trustees are working with an investment manager or investing their charity’s permanent endowment.

Published 1 October 2011
Last updated 1 August 2023 + show all updates
  1. This guidance has been redesigned and updated to reflect changes to practice and the law.

  2. Guidance updated to reflect changes introduced by the Charities Act 2022.

  3. The Charities (Protection and Social Investment) Act 2016, which came into effect on 31 July has introduced a statutory power for charities to make social investments.

  4. First published.